SUDARSCHEM

- The Allotment Committee of the Board of Directors of Sudarshan Chemical Industries Limited approved the allotment of 8,781 equity shares of face value Rs. 2/- each on August 28, 2026. - These shares were allotted to grantees who exercised their options under the Sudarshan Employee Stock Option Plan 2018 at an exercise price of Rs. 349.35/- per share.

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- Sudarshan Chemical Industries, through its European subsidiary, is acquiring Clariant's aluminium dyes and chemicals manufacturing plant in Muttenz, Switzerland. - The acquisition secures direct ownership of the plant which has historically produced Sudarshan's Aluminium Dyes portfolio. - Completion is expected on or around 4 January 2027. - This move provides Sudarshan with better control over processes, capacity, and future innovations.

- Sudarshan Chemical Industries Limited, through its step-down wholly-owned subsidiary Sudarshan Switzerland SLO AG, signed a definitive Asset Sale and Transfer Agreement on August 24, 2026. - The agreement is with Clariant Additives (Switzerland) AG to acquire its aluminium dyes and chemicals manufacturing plant in Muttenz, Switzerland. - The acquisition converts a supply relationship for brands like Sanodal®, Sanodure®, Sanodye®, and Anodal® into direct ownership. - The consideration for the acquisition is a base price of seven million Swiss Francs (CHF 7,000,000) plus inventory value.

- Q1 FY2027 saw strong performance with Revenue from operations at ₹2,642 Crores and Reported EBITDA at ₹266 Crores, marking approximately 60% YoY growth. Focus on continuous value capture and cost reduction as key drivers. - Net debt significantly reduced from a peak of ₹922 Crores to ₹531 Crores in less than 18 months. - Management reaffirmed FY2027 turnover guidance of EUR 700 million and EBITDA of EUR 35 million for the acquired group, exercising caution due to geopolitical factors despite a stronger Q1. - Aspiration to reach 7x EBITDA of 2023 and achieve a debt-free status, with acquired business margins targeted to reach double digits by FY2029. - RIECO business faced challenges in Q1 but recovery is expected in coming quarters, alongside ongoing SAP integration and organizational improvements.

- Earnings Call and Investor Presentation for Q1FY27 results scheduled for Friday, August 14, 2026, at 09:30 a.m. (IST). - The company provided FY27 guidance: Revenue ₹9,800-10,200 Cr, EBITDA ~₹800 Cr, Net Debt ~₹500 Cr. - FY29 guidance includes Revenue ₹12,000-14,000 Cr, EBITDA ₹1,400-1,500 Cr, and becoming Cash positive.

- Q1 FY27 Consolidated Revenue ₹2,642.1Cr vs ₹2,506.9Cr (▲5.4% YoY) - EBITDA ₹258.8Cr vs ₹192.4Cr (▲34.5% YoY) - PAT ₹103.4Cr vs ₹55.0Cr (▲88.0% YoY) - EBITDA Margin 9.8% vs 7.7% (▲210bps) - The Board also granted in-principle approval for the acquisition of 70.26% equity shares in Sudarshan Colorants India Limited (a step-down subsidiary) as an internal group restructuring to hold shares directly.

- Q1 FY27 Consolidated Revenue ₹2,642.1Cr vs ₹2,506.9Cr (▲5.4% YoY) - EBITDA ₹258.8Cr vs ₹192.4Cr (▲34.5% YoY) - PAT ₹103.4Cr vs ₹55.0Cr (▲87.1% YoY) - EBITDA Margin 9.8% vs 7.7% (▲210bps) - In-principle approval for the acquisition of 70.26% stake in Sudarshan Colorants India Limited (a step-down subsidiary) from other group entities for internal restructuring.

- Concall Schedule - Concall Date: 14th August 2026 - Concall Time: 09:30 a.m. (IST) - Purpose: To discuss Unaudited Financial Results for the quarter ended 30th June 2026 (1QFY27).

- Communication on Tax Deduction at Source (TDS) for Final Dividend of ₹5.00 per share for FY 2025-26. - Dividend is subject to AGM approval on August 18, 2026. - Record date for dividend is August 11, 2026, with payment by September 8, 2026. - Details on applicable TDS rates and required documents for shareholders are provided.

- Consolidated Revenue ₹9,787Cr vs ₹3,346Cr (▲192.5% YoY) - EBITDA ₹579Cr vs ₹402Cr (▲44.03% YoY) - EBITDA Margin 5.9% vs 12.0% (▼610bps) - A Final Dividend of ₹5.00/- (250%) per equity share has been recommended for FY 2025-26. - The 75th Annual General Meeting (AGM) is scheduled for Tuesday, 18th August, 2026 at 4:00 p.m. (IST).

- Consolidated Revenue ₹9,787 Cr vs ₹3,346 Cr (▲193% YoY) for FY26 vs FY25, significantly boosted by the acquisition of the Heubach Group in March 2025. - EBITDA ₹579 Cr vs ₹402 Cr (▲44% YoY) for FY26 vs FY25. - EBITDA Margin 5.9% vs 12.0% (▼610 bps) for FY26 vs FY25, partly due to integration costs. - The Board recommended a Final Dividend of ₹5.00/- per Equity Share (250%) for FY 2025-26. - The 75th Annual General Meeting (AGM) is scheduled for Tuesday, August 18, 2026.

- Sudarshan Chemical Industries Limited will hold its 75th Annual General Meeting (AGM) on Tuesday, August 18, 2026, at 4:00 PM (IST) via video conferencing. - The Board recommended a Final Dividend of ₹5.00/- per Equity Share for FY 2025-26. - The Record Date for the dividend is Tuesday, August 11, 2026, with payment on or before September 8, 2026. - The Annual Report and Business Responsibility and Sustainability Report for FY 2025-26 were also submitted.

- Consolidated Revenue for FY26 was ₹9,787 Cr vs ₹3,346 Cr in FY25 (▲192.5% YoY), significantly boosted by the acquisition of Heubach Group. - Consolidated EBITDA for FY26 was ₹579 Cr vs ₹402 Cr in FY25 (▲44.0% YoY). - EBITDA Margin for FY26 was 5.9% vs 12.0% in FY25 (▼610 bps). - The Board recommended a Final Dividend of ₹5.00 per Equity Share (250%) for FY 2025-26. - The 75th Annual General Meeting (AGM) is scheduled for Tuesday, 18th August, 2026, where the Annual Report for FY25-26 will be presented.

- Trading window closed from July 1, 2026, until 48 hours after Q1 FY27 results announcement. - This is for Unaudited Financial Results for the quarter ended June 30, 2026. - Board Meeting date for approval will be communicated in due course.

- Concall Schedule - Concall Date: 29th June, 2026 - Concall Time: 11:30 A.M. (IST) - Meeting Type: In-person one-on-one with Axis Capital Limited.

- Concall Schedule - Concall Date: 30th June, 2026 - Concall Time: 10:30 A.M. (IST) - Meeting with: Aditya Birla Sunlife Mutual Fund (In-person one-on-one)

- Concall Schedule - Concall Date: 26th June, 2026 - Concall Time: 11:00 A.M. (IST)

- Intimation of an in-person meeting with Mahindra Manulife Mutual Fund. - Scheduled for June 18, 2026, at 09:00 A.M. (IST). - No Unpublished Price Sensitive Information will be discussed during the meeting.

- Chairman & MD, Rajesh Rathi, converted 9,80,000 warrants into equity shares at ₹1,019.75 each (16% premium to market price on June 10, 2026). - This action increased the promoter group holding from 8.19% to 9.32% and completed a capital commitment of close to ₹100 crore. - Mr. Rathi expressed strong confidence in the company's future and long-term commitment.

- Concall Schedule - Concall Date: 17th June, 2026 - Concall Time: 02:00 P.M. (IST) - Interaction with: Abakkus Diversified Alpha Fund via Video Conference (one-on-one Meeting)

- Sudarshan Chemical Industries inaugurated its second global head office in Frankfurt, Germany, on June 9, 2026. - The 21,000 sq ft office signifies post-acquisition growth ambitions and long-term commitment to Germany/Europe after the Heubach Group acquisition.

- Concall Schedule - Concall Date: 17th June, 2026 - Concall Time: 03:30 P.M. (IST)

- Sudarshan Chemical Industries allotted 9,80,000 equity shares to promoter Mr. Rajesh Balkrishna Rathi at ₹1,019.75 per share, upon conversion of warrants. This increased the paid-up equity capital and the promoter's stake from 8.19% to 9.32%.

- Sudarshan Chemical Industries Limited allotted 9,80,000 equity shares of face value ₹2/- each to Mr. Rajesh Balkrishna Rathi (promoter) upon conversion of warrants. - The promoter had paid the remaining 75% consideration of ₹74,95,13,800. - Post-allotment, the promoter's stake increased from 8.19% to 9.32%.

- Allotment of 9,80,000 Equity Shares to promoter Mr. Rajesh Balkrishna Rathi on June 10, 2026, upon conversion of warrants. - The remaining 75% consideration of ₹74.95 Cr was remitted. - Promoter's shareholding increased from 8.19% to 9.32% post-allotment.

- Q4 Performance (Acquired Group): Achieved Business EBITDA of Euro 11 million against a projection of Euro 9-10 million. - Inventory Reduction: Reduced inventory by Euro 29 million, exceeding the planned Euro 20 million reduction. - Net Debt: Group net debt reduced from INR934 crores (Dec '25) to INR755 crores (March '26), with a net debt-to-equity ratio of 0.3x. - RIECO FY26 Performance: Revenue grew 17.5% YoY to INR268 crores; EBITDA turned positive to INR10 crores from negative INR17 crores. - Integration & Synergies: Targeting EUR 90-100 million in synergies over 3-4 years; expecting EUR 35 million EBITDA from the acquired group in FY27. - Legacy Business Outlook: Projecting 8-10% volume growth for the current year (FY27) with maintained healthy margins. - Capacity & Growth: Sufficient capacity headroom in both legacy and acquired businesses to support future growth without significant new capital expenditure for volumes. - Operational Strategy: Actively passing on increased raw material, energy, and logistics costs to customers while leveraging global footprint and value capture initiatives. - Strategic Initiatives: Exploring disposal of non-core assets and progressing with One SAP Drive project Integra.

Standalone Revenue ₹732.7 Cr vs ₹703.6 Cr (▲4.1% YoY), EBITDA ₹157.0 Cr vs ₹59.9 Cr (▲162.1% YoY), PAT ₹120.4 Cr vs ₹22.4 Cr (▲437.5% YoY). EBITDA Margin expanded from 8.5% to 21.4% (▲1292bps). The board also recommended a final dividend of ₹5/- per equity share (250%) for the financial year 2025-26.

Standalone Revenue ₹732.7Cr vs ₹703.6Cr (▲4.1% YoY), EBITDA ₹157.0Cr vs ₹59.9Cr (▲162.1% YoY), PAT ₹120.4Cr vs ₹22.4Cr (▲437.5% YoY). EBITDA Margin 21.4% vs 8.5% (▲1292bps). The Board also recommended a final dividend of ₹5/- per equity share for FY 2025-26, and approved the appointment of Internal and Cost Auditors for FY 2026-27.

Consolidated Revenue ₹2,789.9Cr vs ₹1,349.4Cr (▲107% YoY), EBITDA ₹227.4Cr vs ₹127.0Cr (▲79% YoY), PAT ₹82.5Cr vs ₹0.4Cr (▲20525% YoY) for the quarter ended 31st March 2026. EBITDA Margin 8.15% vs 9.41% (▼126bps). The Board also recommended a final dividend of ₹5/- per equity share for FY26.

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On April 27, 2026, Sudarshan Chemical Industries Limited allotted 15,640 equity shares of face value Rs. 2/- each, at an exercise price of Rs. 349.35/-, to grantees who exercised options under the Employee Stock Option Plan 2018.